RODM News and Press, Hartford Multifactor Developed Markets From 04/08/24

2024-04-08 12:20:00 ET Summary Working-age populations are declining in major economies. We favor countries that are better adapting and sectors set to benefit from spending shifts. U.S. yields jumped last week but U.S. stocks remain near all-time highs. The strong March U.S. jobs...

2024-04-05 14:50:00 ET Summary The relative performances of large-cap equities to small-caps in developed and emerging regions have tracked one another for the better part of the last decade. However, around early-2021 they began to diverge. The sharp shift in recent performance o...

2024-03-26 14:15:00 ET Summary We think it's more likely than not that the U.S. avoids a recession in 2024, but economic uncertainty remains high with the economy running at full capacity, household savings diminishing, the labor market slowing down, and the U.S. Treasury yield curve ...

2024-03-12 14:30:00 ET Summary The US market's Shiller P/E of 34 as of March 1st is in the top 1% of history. Total profits are at near-record levels as well. If margins and multiples are both at record levels at the same time, it really is double counting and double jeopardy. For...

2024-02-06 23:55:00 ET Summary There was considerable hand-wringing last year about the weakness in the US Dollar. The history in nominal US$, advanced, emerging reveals the US$ has strengthened since Putin and Xi gained control in their respective domains. We also see decline...

2024-01-24 05:00:00 ET Summary Fiscal dominance is an economic condition that arises when debts and deficits are so high that monetary policy loses traction. EM central bank policy rates were consistently higher, and EM central banks were earlier to the latest global hiking cycle....

2024-01-21 20:28:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...

2024-01-16 20:56:00 ET Summary Emerging markets will also be looking closely at economic conditions in mainland China, which will be a key determinant of broader emerging market growth in 2024. A key reason for diverging emerging and developed market performance was the marked var...

2024-01-16 16:00:00 ET Summary The dollar remains in a short-term downtrend that started in October 2022. The short-term downtrend has to be viewed in the context of the intermediate and longer-term uptrends. The trend of the dollar can have a big impact on market returns and ...

2024-01-11 03:41:00 ET Summary Economic growth is now cooling as global monetary tightening gradually takes its toll. Most central bankers have now adopted a more dovish stance, and rate cuts are likely in 2024. Rate cuts failing to materialize may drive extended U.S. Treasury...